Home | About Equity Assurance | The Equity Philosophy | Effective Personalized Solutions | Equity Bulletin | 2004 Forecast | Contact us | Download forms | Advice Request Form

The Equity Philosophy

To contact us:

PO Box 3777 - Somerset West - 7129

Phone: 021 851 0557

Fax: 086 634 2962

Cell: 082 878 6048

Email: info@equityassurance.co.za

 

(Equity, (money) noun – amount paid off, investment, property, outlay)

 

Equity Assurance strives to establish long-term financial security for both individuals and businesses by finding effective personalized solutions to current financial concerns on the basis of honest and ethical advice backed by constant updating of current information regarding both products and regulations, as well as the factors influencing decisions.

 

 

Local and International investments as an associate of Bond Street Financial Services. Also through Investec Asset Management, Old Mutual International and now specializing in offshore based Managed Futures funds through American Diversified Funds SA

 

During the past calendar year the brokerage received Commission from all the above with less than 30 percent of the total Commission from any one Company.

 

Accreditation for marketing the products of the above Insurance Companies has been completed.

 

The brokerage holds indemnity cover for Life Assurance and Investments through Santam.